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Pacer Cash Cows Fund of Funds ETF
HERD

15 hedge funds and large institutions have $24.4M invested in Pacer Cash Cows Fund of Funds ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

50% more funds holding

Funds holding: 10 → 15 (+5)

30% more capital invested

Capital invested by funds: $18.7M → $24.4M (+$5.67M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14.87% less ownership

Funds ownership: 94.58% → 79.71% (-15%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.38M
2
ARG
Advisory Resource Group
Oklahoma
+$403K
3
IFG
Independent Financial Group
California
+$226K
4
HighTower Advisors
HighTower Advisors
Illinois
+$211K
5
RG
Retirement Group
California
+$133K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$426K
2
AIP
Almanack Investment Partners
Pennsylvania
-$18K
3
IA
IFP Advisors
Florida
-$32
Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$12.9M +$403K +12,644 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.85M +$211K +6,620 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.74M +$1.38M +43,397 +104%
PWM
4
Prosperity Wealth Management
California
$974K +$966K +30,312 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$692K +$6.31K +198 +0.9%
Jane Street
6
Jane Street
New York
$419K -$426K -13,373 -51%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$240K +$1.31K +41 +0.6%
IFG
8
Independent Financial Group
California
$228K +$226K +7,096 New
RG
9
Retirement Group
California
$193K +$133K +4,177 New
GWM
10
Geneos Wealth Management
Colorado
$61.7K +$61.2K +1,920 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$59K +$58.9K +1,850 New
IA
12
IFP Advisors
Florida
$25K -$32 -1 -0.1%
HI
13
Harbour Investments
Wisconsin
$16.8K +$16.7K +523 New
CA
14
CoreCap Advisors
Michigan
$12.9K +$12.8K +402 New
Morgan Stanley
15
Morgan Stanley
New York
$1.29K – – –
AIP
16
Almanack Investment Partners
Pennsylvania
– -$18K -628 Closed

HERD Hedge Fund Activity: Q4 2022 in Review

15 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pacer Cash Cows Fund of Funds ETF (HERD) for Q4 2022, worth a combined $24.4M — up 30% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HERD positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $426K.

  • 15 institutional investors held Pacer Cash Cows Fund of Funds ETF (HERD) as of Q4 2022, up from 10 in Q3 2022.
  • Funds reported $24.4M of Pacer Cash Cows Fund of Funds ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 7 funds opened new Pacer Cash Cows Fund of Funds ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Pacer Cash Cows Fund of Funds ETF buyer in Q4 2022 was Osaic Holdings, an estimated $1.38M added.
  • The largest Pacer Cash Cows Fund of Funds ETF seller in Q4 2022 was Jane Street, an estimated $426K sold.

Based on aggregated 13F filings for Q4 2022.